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Associate Wealth Management Advisor Jobs in Michigan

Waldron Private Wealth

Wealth Consultant

Plymouth, MI · On-site

... Advisor. * Play a significant role in relationship management. * Lead and oversee all service ... Collaborate with the wealth planning and investment teams to develop and deliver customized wealth ...

County National Bank

Wealth Management Assistant

Tecumseh, MI · On-site

$41K - $47K/yr

Our associates are our greatest asset; they are committed to building lasting relationships with ... Job Summary The Wealth Management Assistant provides comprehensive administrative and operational ...

Sequoia Financial Group Llc

Wealth Advisor

Troy, MI · On-site

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a ...

Citizens Securities, Inc

$105K/yr

Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term ... Tailor wealth management planning to meet client needs. Utilize the knowledge of internal ...

Citizens Securities, Inc

$105K/yr

Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term ... Tailor wealth management planning to meet client needs. Utilize the knowledge of internal ...

County National Bank

Wealth Management Assistant

Tecumseh, MI · On-site

$41K - $47K/yr

Our associates are our greatest asset; they are committed to building lasting relationships with ... Job Summary The Wealth Management Assistant provides comprehensive administrative and operational ...

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All JobsAssociate Wealth Management Advisor JobsAssociate Wealth Management Advisor Jobs in Michigan

Associate Wealth Management Advisor information

See Michigan salary details

$33.6K

$58.5K

$98.1K

How much do associate wealth management advisor jobs pay per year?

As of Aug 12, 2026, the average yearly pay for associate wealth management advisor in Michigan is $58,534.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,900.00 and $71,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an associate wealth management advisor, and why are they important?

To thrive as an Associate Wealth Management Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory requirements, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM platforms, and certifications like the Series 7 or CFP are typically required. Exceptional interpersonal skills, attention to detail, and the ability to build trust with clients help you stand out in this role. These skills and qualifications are crucial for delivering tailored financial advice, maintaining compliance, and fostering long-term client relationships.

What is the difference between Associate Wealth Management Advisor vs Financial Advisor?

AspectAssociate Wealth Management AdvisorFinancial Advisor
CredentialsTypically requires a Series 7 and 66 licenses, sometimes a CFP designationOften holds Series 7, 66, and CFP or CFA certifications
Work EnvironmentSupports senior advisors, works in banks, investment firms, or financial planning companiesProvides comprehensive financial planning and investment advice directly to clients
Employer & Industry UsageCommonly employed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and financial planning practices

While both roles involve client financial services, an Associate Wealth Management Advisor primarily supports senior advisors and handles client onboarding and administrative tasks. A Financial Advisor offers direct, personalized financial planning and investment advice to clients, often with more client-facing responsibilities. The Associate role is often a stepping stone toward becoming a full Financial Advisor.

What are the typical responsibilities of an associate wealth management advisor in supporting senior advisors and clients?

As an Associate Wealth Management Advisor, you will often assist senior advisors by preparing financial plans, conducting research on investment options, and managing client communications. Your day-to-day tasks may include scheduling client meetings, gathering and analyzing financial data, and ensuring all documentation is compliant with regulatory standards. This role also involves collaborating closely with team members to deliver a high level of service and support for clients, which helps you gain hands-on experience and develop the skills necessary for advancement within the firm.

What does an associate wealth management advisor do?

An Associate Wealth Management Advisor assists clients with managing their financial assets and developing strategies to help them achieve their financial goals. They typically work under the supervision of senior advisors, helping with client onboarding, portfolio analysis, research, and preparing financial plans. Their duties often include communicating with clients, researching investment opportunities, and ensuring compliance with financial regulations. This role is a key stepping stone for those looking to advance in the wealth management industry.
What are the most commonly searched types of Wealth Management Advisor jobs in Michigan? The most popular types of Wealth Management Advisor jobs in Michigan are:
What cities in Michigan are hiring for Associate Wealth Management Advisor jobs? Cities in Michigan with the most Associate Wealth Management Advisor job openings:
Associate Wealth Management Advisor jobs near you
Infographic showing various Associate Wealth Management Advisor job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 14% Part Time, 1% Temporary, and 4% Contract. Highlights an 91% Physical, 4% Hybrid, and 5% Remote job distribution, with an average salary of $58,534 per year, or $28.1 per hour.

Single Family Office - RM/Senior Wealth Advisor

ECG Resources

Algonac, MI

Full-time

Re-posted 2 days ago

Job description

Overview
A private, single-family office operating in Michigan delivering a full suite of wealth management, investment advisory, and lifestyle management services to our client families. We partner with best-in-class professionals to educate and offer solutions to serve our clients’ needs. Our culture and core values are built into everything we do to promote teamwork, collaboration, growth, and development.


The Sr Wealth Advisor is responsible for providing best-in-class comprehensive and integrated wealth management services within a multi-generational single-family office. The Sr Wealth Advisor will act as a resource and primary point of contact to a select number of family member clients on all personal and business financial matters. Responsibilities include being the quarterback and providing advice across a wide array of wealth management subjects including investment allocation, cash management, asset acquisition and disposal, insurance planning, estate planning, trust management and tax matters. This position collaborates with the firm's staff and external business partners to guarantee that all final services rendered are timely and flawless in delivery.


Key Responsibilities
• Advise clients on all financial matters, including:
o Asset Allocation
o Estate & Wealth Transfer Planning
o Income Tax Planning
o Expense Management & Financial Reporting
o Philanthropy & Legacy Planning
o Risk Management & Insurance Planning
o Trust Management & Administration
o Financial Education & Literacy
• Construct, review, and present meeting materials for assigned clients at financial review meetings
• Act as quarterback providing strategic advice on all aspects of the household, including specialized topics. Successfully delivering advice will require identifying and liaising with expert resources.
• Oversee and direct all client activity and services performed in the family office.
• Collaborate with all internal departments to ensure quality, timely, and consistent delivery of services. Ultimately responsible for ensuring clear communication among all teams in the office.
• Assess current company best practices to improve efficiencies

Qualifications and Experience
• Bachelor’s degree in addition to certifications or advanced degrees
• 12+ years of working with high-net-worth individuals or families with entity structures (trust, partnerships, etc.)
• Ideal candidate is reliable, sophisticated, organized, and can prioritize matters that require attention throughout the day or week
• Strong communication skills are critical to the role

Apply